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Carl Stephenson

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Carl has worked within the financial services industry for over 20 years and joined Castlegate in 2021, bringing a wealth of knowledge and experience from the investment, insurance and bancassurance sectors. Carl is both a Chartered Financial Planner and a Fellow of the Personal Finance Society. Carl aims to simplify the complex nature of financial services and enjoys nothing more than helping individuals make the right financial decisions towards their long-term planning. Outside of work, Carl enjoys spending quality time with his family and, when time allows, challenging himself on the tennis court and in the gym.

Email: carl.stephenson@casfin.co.uk

The Autumn Statement 2024

The Autumn Statement 2024

By castlegateadmin / October 31, 2024
There had been much speculation about this budget. Finally, Rachel Reeves—the UK’s first female Chancellor—delivered her plan for the UK...
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Share a Bear with Castlegate to Support the Children’s Bereavement Centre

Share a Bear with Castlegate to Support the Children’s Bereavement Centre

By castlegateadmin / October 28, 2024
This year, Castlegate Financial Management is proud to support the Children’s Bereavement Centre through our latest campaign, ‘Share a Bear...
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Anti-greenwashing – are your investments truly “green”?

Anti-greenwashing – are your investments truly “green”?

By castlegateadmin / October 9, 2024
Interest in sustainable (or green) investing is on the rise in 2024. Over 50% of individual investors want to increase...
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Four forgotten areas in divorce & financial planning

Four forgotten areas in divorce & financial planning

By castlegateadmin / October 7, 2024
Divorce is widely regarded as the second-most stressful life event after the death of a spouse and marital separation (according...
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30 October Budget: A tax checklist to watch

30 October Budget: A tax checklist to watch

By castlegateadmin / October 4, 2024
There is a lot of media attention on the upcoming Autumn Statement due on 30 October 2024. The Chancellor, Rachel...
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The case for “time in” the market

The case for “time in” the market

By castlegateadmin / October 2, 2024
There is a famous adage: “Time in the market is better than timing the markets.” Yet, what does this mean?...
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Market Update – September 2024

Market Update – September 2024

By castlegateadmin / October 1, 2024
There is a famous adage: “Time in the market is better than timing the markets.” Yet, what does this mean?...
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Yorkshire Three Peaks Challenge

Yorkshire Three Peaks Challenge

By castlegateadmin / September 14, 2024
On Saturday 7 September, one of Castlegate’s team members, Laura Geeson, joined fellow team members within the Duncan & Toplis...
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Market Tides Event: A Big Thank You

Market Tides Event: A Big Thank You

By castlegateadmin / September 13, 2024
On 3rd September, we hosted our latest investment seminar, "Market Tides". There was a fantastic turnout, and we received lots...
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Falling interest rates – where should you invest?

Falling interest rates – where should you invest?

By castlegateadmin / September 10, 2024
The Bank of England finally cut interest rates on 1 August 2024 after 12 months of holding the base rate...
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